Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$242K
- Life$185K
- Vision$72K
- Other$44K
Filings through .
Phoenix Retail, LLC
EIN 99-3094458apparel & fashionLatest filing 2025
Plans
3
Retirement
1
$155.3M assets
Health & Benefits
2
$543K premiums
Participants
8,767
ONE EXPRESS DRIVE - COLUMBUS, OH 43230614-474-4001phoenixdtc.comLinkedIn1-10 employeesapparel & fashion
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $543K premiums / 2,265 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PHOENIX SAVINGS & RETIREMENT PLAN
401(k)
Assets$155.3M
Participants4,662
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PHOENIX RETAIL, LLC WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$543K
Covered lives2,265
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
PHOENIX RETAIL SEVERANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PHOENIX SAVINGS & RETIREMENT PLAN | 401(k) | $155.3M | 4,662 | 2025 |
- #001 · 401(k) · 20254,662
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PHOENIX RETAIL, LLC WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $543K | 2,265 | 2025 |
| #503 | PHOENIX RETAIL SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20252,265
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans